Xperi (XPER) came out with quarterly earnings of $0.28 per share, beating the Zacks Consensus Estimate of $0.25 per share. This compares to earnings of $0.51 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +12.00%. A quarter ago, it was expected that this media software company would post earnings of $0.11 per share when it actually produced earnings of $0.11, delivering no surprise.Over the last four quarters, the company has ...

Xperi (NYSE:XPER) Q3 2025 Earnings Call November 05, 2025 05:00 PM ET Speaker2Good day, everyone. Thank you for standing by. Welcome to the Xperi Third Quarter 2025 Earnings Conference Call. During today's presentation, all parties will be in a listen-only mode. Following the presentation, the call will be open for questions. I would now like to turn the call over to Sam Levinson from Arbor Advisory Group. Sam, please go ahead.Speaker1Good afternoon, and thank you for joining us as XPRE reports its Third Qu ...

Q3 2025 Earnings November 5, 2025 Safe Harbor This presentation contains "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. All statements contained in this presentation that do not relate to matters of historical fact should be considered forward- looking statements, including, without limitation, statements regarding: expectations regarding our future results of operations and financial position, margin expansion and overall growth, including, without ...

Nov 5, 2025 4:35 PM Eastern Standard Time SAN JOSE, Calif.--(BUSINESS WIRE)--Xperi Inc. (NYSE: XPER) (the "Company†or "Xperi†), an entertainment technology company that invents, develops, and delivers technologies that enable extraordinary experiences, today announced third quarter 2025 financial results for the period ended September 30, 2025. "By the end of the third quarter, we achieved nearly all of our strategic growth goals for 2025,†said Jon Kirchner, chief executive officer of Xperi. "We reached 4 ...

Exhibit 99.1 FOR IMMEDIATE RELEASE Xperi Inc. Announces Third Quarter 2025 Results Achieved 30% Sequential Growth to Reach 4.8 Million Monthly Active Users on TiVo One Platform Signed Tenth TiVo OS Partner and Multiple Advertising Partnerships for Media Platform Expansion in 2026 Reiterates Full Year Guidance of $440-460 Million in Revenue and 15-17% Adjusted EBITDA Margin San Jose, Calif. (November 5, 2025) – Xperi Inc. (NYSE: XPER) (the "Company" or "Xperi"), an entertainment technology company that inven ...

合作核心概述 - Comscore与TiVo宣布建立战略合作伙伴关系，旨在整合TiVo的节目元数据到Comscore的跨平台受众测量体系中[1] - 该合作将线性电视、联网电视(CTV)、免费广告支持的流媒体(FAST)和流媒体的测量统一为一个可信的视图[2] - 整合预计将于2025年10月27日上线，标志着Comscore下一代测量解决方案在运营准备方面的一个重要里程碑[3] 合作具体内容与目标 - 整合TiVo的元数据旨在确保节目无论出现在何处都能被准确识别，为买卖双方提供清晰度，以减少浪费、改善投放效果并跨平台自信交易[2] - 合作旨在构建和支持具有互操作性的测量生态系统，简化发布商的运营，并为买家提供跨服务的内容连接视图[2] - TiVo的元数据提供丰富的节目识别、增强的覆盖范围和更高的准确性，解决了行业长期以来对节目表可靠性和数据质量的担忧[2] 预期客户收益 - 为买卖双方提供跨线性和流媒体的单一受众视图，无需重复计算即可看到真实的触达范围和频次[5] - 减少错失的印象和浪费的支出，使广告活动能按承诺交付，减少昂贵的补偿[5] - 实现更快、更可靠的操作，节省时间并减少代价高昂的错误[5] - 提供可扩展以适应新分发模式和节目变体的面向未来的测量[5] - 支持Comscore媒体评级委员会(MRC)认证服务和多货币交易的透明、可审计的输入[5]

Xperi (XPER) shares soared 6.6% in the last trading session to close at $6.51. The move was backed by solid volume with far more shares changing hands than in a normal session. This compares to the stock's 1.6% loss over the past four weeks.The stock is benefiting from Xperi’s progress on key growth initiatives, including stronger engagement on its TV platform, expansion in connected vehicles, and continued IPTV adoption.This media software company is expected to post quarterly earnings of $0.25 per share i ...

Xperi (XPER) could be a solid choice for investors given its recent upgrade to a Zacks Rank #1 (Strong Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change.The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system.The power of a ...

公司概况 * Xperi控股公司 旗下运营TiVo DTS HD Radio IMAX Enhanced等品牌[2] * 公司是技术解决方案提供商 专注于互联汽车 付费电视 消费电子和媒体平台四大市场[2] * 商业模式包括订阅费 单位许可费 以及广告收入分成[2][3][11] 核心业务板块与战略 * **媒体平台业务（增长引擎）** * 核心是TiVo One广告平台 通过TiVo OS智能电视操作系统和IPTV机顶盒聚合内容并货币化用户互动[4][5][9] * 通过主页广告单元 内容贴片广告 暂停广告等多种形式变现[9] * 竞争优势：拥有顶尖电视操作系统 独立第三方身份不与客户竞争 愿意共享广告收入和数据 提供低成本硬件解决方案[10][11][12] * 进展：从零客户起步 现已拥有9家TiVo OS合作伙伴 370万月活跃用户 产品销往超40个国家 覆盖80个品牌和30家主要零售商[12] * 目标：2025年底达成10家电视合作伙伴 500万月活跃用户 并实现10美元的单用户平均收入[13][14] * **互联汽车业务** * HD Radio是北美唯一的地面数字广播标准 已安装在超1.1亿辆汽车中[3][14] * 新产品AutoStage是下一代信息娱乐系统 专注于音频 音乐 视频和高级广告变现[3][8] * 进展：签署了两项新的AutoStage OEM项目 涉及1200万辆汽车 本季度新增约80家广播公司支持[14][15] * 签署了新的集成电路合同 为汽车公司提供更多芯片选择[15] * **付费电视业务** * 传统业务处于长期衰退中 但IPTV（宽带视频）部分正在增长[8][9] * IPTV用户 across北美和拉美地区增长超30%[16] * 本季度与Liberty Latin America和Cable One等大型运营商签署了多年续约协议[16] * 年度300万IPTV用户的目标已在年中提前达成[16] * **消费电子业务** * 核心是音频技术许可 包括DTS技术和IMAX Enhanced品牌[3][8] * 本季度与TPV（飞利浦品牌所有者）TCL 索尼等关键客户续签了许可协议[16] * 推出基于AI的对话增强技术Clear Dialogue 解决了超40%用户抱怨听不清对白的问题 预计明年上半年上市[16][17] 财务表现与展望 * **Q2财务概要** * 收入同比略有下降 主要因去年同期有最低保证金安排而本年没有[20][22][23] * 运营费用（非GAAP）大幅减少1870万美元 得益于2022年分拆后的成本转型和可变薪酬回转[23][24] * 调整后EBITDA同比略有增长 每股收益与去年同期基本持平[24][25] * 期末持有9500万美元现金及等价物 当季产生1000万美元运营现金流和500万美元自由现金流[25] * **年度指引** * 收入预期下调至4.4亿至4.6亿美元之间[26] * 调整后EBITDA利润率目标下调至15%至17%[27] * 运营现金流预期为中性（正负1000万美元波动）[27] * 约20%的年收入来自最低保证金安排[22] * 现金流趋势通常是Q1消耗现金 后续季度产生现金[25] 风险与挑战 * 宏观环境存在波动 关税和不确定性等因素对核心业务产生了影响 并导致公司下调了年度收入及利润率指引[18][27] * 付费电视业务整体处于长期衰退趋势 公司依赖IPTV的增长来抵消传统业务的衰退[8][9] 其他重要信息 * 公司将其解决方案分为增长型解决方案（如媒体平台 AutoStage）和核心解决方案（如HD Radio 传统音频许可）后者用高利润率支持前者的投资[8] * 公司拥有深厚的渠道和客户关系 是值得信赖的合作伙伴和创新者[6][7] * 媒体消费持续增长 连接消费能力并帮助广告商更有效地触达受众存在巨大价值机遇[29][30]

股价表现与技术分析 - Xperi (XPER) 股价近期持续下跌，过去四周累计跌幅达22.9%，目前处于超卖区域[1] - 相对强弱指数(RSI)显示XPER当前读数为29.82，低于30的超卖阈值，预示可能出现趋势反转[5] - RSI作为动量振荡器，通过测量价格变动速度和幅度判断超卖状态，数值范围0-100[2] 基本面与市场预期 - 华尔街分析师普遍上调公司当前年度盈利预测，过去30天共识EPS预估大幅增长119%[7] - XPER目前获Zacks Rank 2(买入)评级，在4000多只股票中排名前20%，反映盈利修正趋势向好[8] - 盈利预测上修通常预示短期内股价可能上涨[7] 潜在反弹驱动因素 - 技术面显示抛压可能接近耗尽，股价有望恢复供需平衡[5] - 超卖状态结合基本面改善形成双重支撑，包括RSI指标和盈利预测上修[5][7] - 股票在超卖后存在向公允价值回归的反弹机会[3]